Skip to main content

Upcoming Webinars

Want live education that comes to you? Look no further! Vizo Financial hosts several webinars throughout the year to bring credit unions the training and education they deserve. Look for webinars to cover the foundational components of financial institution operations, featuring expert speakers from our very own staff and our partner organizations. As a bonus, the majority of our webinars are free to credit unions and are recorded for playback. Webinars for the win!

Connect with Andi

Andi Crockett, MYCU Services
February 20, 2025 at 1:00 p.m. ET
May 15, 2025 at 1:00 p.m. ET
August 21, 2025 at 1:00 p.m. ET
November 13, 2025 at 1:00 p.m. ET

Have questions about ACH return codes, ISO 20022, FedNow and more? Connect with Andi during these one-hour sessions! This dedicated time is for anyone at your credit union to drop in and ask questions, discuss concerns, or get feedback on ACH, Domestic and International Wires, Foreign Check Collection and Instant Payments. These meetings will be held via Zoom and registration is required at least 30 minutes prior to each meeting. These sessions do not qualify for CPE credits.

Andi Crockett is the product manager of EFT at Vizo Financial and their payment CUSO, MY CU Services. Her role involves developing and implementing EFT services — including ACH for Business, ACH Contingency, ACH Receipt & Returns, ACH Originations, ACH Settlement, Domestic and International Wires, Foreign Check Collection and Instant Payments.

These sessions are designed to give attendees the opportunity to ask Andi questions about ACH, Domestic and International Wires, Foreign Check Collection and Instant Payments. There will not be a formal presentation during the meetings. To participate in these sessions, you will need to have working computer audio capabilities, including a microphone and either speakers or headphones.

Register Now

Introduction to Payment Systems Webinar

Joy Babcock, director of education, PaymentsFirst
February 25, 2025 at 2:00 p.m. ET

Understanding the various payment systems is crucial for professionals navigating the complexities of modern transactions. This session provides a comprehensive overview of the essential payment methods used by financial institutions, businesses and consumers, focusing on their operations, use cases and emerging trends.

During this webinar, we will cover:

  • Understanding key payment systems
  • Operational and risk considerations
  • Navigating emerging trends

This session will provide attendees with the tools to make informed decisions about which payment methods best suit different scenarios, manage risks effectively and stay ahead of industry trends shaping the future of payments.

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff, or anyone who wishes to learn more about payment systems.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Racing Ahead: Instant Payments with the FedNow Service Webinar

Andi Crockett, product manager, EFT, Vizo Financial/MY CU Services
March 19, 2025 at 10:00 a.m. ET

Join us for an exhilarating webinar that will take you on a fast-paced journey into the world of instant payments powered by the FedNow Service. Just like a thrilling race, the financial landscape is evolving at lightning speed. The FedNow Service is leading this charge, offering real-time payment solutions that keep you ahead of the competition. In this session, we will explore key features and benefits of the FedNow Service, highlighting how instant payments are revolutionizing the way businesses and consumers handle transactions. This session will equip you with the knowledge to stay ahead in the race for instant payments.

This session will review:

  • The Race to Instant Payments: Discover what the FedNow Service is and how it compares to traditional payment systems.
  • Speed and Efficiency: Learn how instant payments can enhance consumer experience and create staffing efficiencies.
  • Driving Innovation: Explore technological advancements that enable seamless transactions.
  • Navigating the Track: Review best practices for implementing instant payments through the FedNow Service.

This webinar is designed for payments professionals, operations staff or anyone who wishes to learn more about instant payments.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

The Future of Card Payments Webinar

Joy Babcock, director of education, PaymentsFirst
March 20, 2025 at 10:00 a.m. ET

As the payments landscape continues to evolve, card technologies are driving significant innovations that are reshaping how transactions are conducted. This session will explore current advancements, offering insights into the future of card payments and their impact on businesses and consumers alike.

Topics that will be covered during this webinar include:

  • Emerging card technologies
  • Alternative payment methods
  • Benefits of advancements in card payments
  • Future trends to watch

This webinar will provide participants with the tools and insights needed to navigate these advancements, positioning them to capitalize on the latest technologies and trends in the fast-changing world of card payments.

This 90-minute webinar is designed for payments professionals, operations staff compliance staff, or anyone who wishes to learn more about card payments.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Mastering Cybersecurity: Penetration Testing, Vulnerability Scanning and Effective Mitigation Strategies Webinar

Mike Bechtel, information security engineer, Vizo Financial
March 25, 2025 at 10:00 a.m. ET

In today’s evolving cybersecurity landscape, understanding and mitigating vulnerabilities is essential to protecting your organization from cyber threats. Join us for an insightful webinar where we’ll dive into the critical components of securing your credit union’s digital infrastructure.

In this session, we’ll explore:

  • Penetration Testing: Learn how to proactively identify and exploit vulnerabilities before attackers do.
  • Vulnerability Scanning: Understand the importance of continuous vulnerability assessments to detect risks and stay one step ahead.
  • Mitigation Strategies: Discover the most effective techniques to patch, strengthen, and protect your systems from evolving threats.

Whether you're a security professional, IT manager or anyone wanting to learn more about cybersecurity, this webinar will provide you with the knowledge and practical tools to safeguard your credit union’s assets and strengthen your cybersecurity posture. Don’t miss out on essential strategies to build a proactive defense against cyber threats.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Building an Award-Winning Culture Webinar

Joe Bertotto, SVP/chief culture officer, Vizo Financial
April 1, 2025 at 10:00 a.m. ET

Vizo Financial has won the Gallup Exceptional Workplace Award on two occasions. This global award is given to only a handful of companies that put employee engagement at the center of their strategy while achieving excellent business results. Join Vizo Financial’s SVP/chief culture officer, Joe Bertotto, as he provides a roadmap you can follow at your credit union to build a culture that engages employees and drives business results.

During the webinar you will learn:

  • The foundational principles required to build a positive culture.
  • The importance of managers in building an environment that effectively balances the needs of employees with the needs of the credit union and the needs of the members.
  • The pitfalls that damage culture and ways to avoid them.

This webinar is designed for credit union supervisors or anyone wishing to learn more about engaging employees and helping everyone play to their strengths.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Offer Education Loans to Your Members with Sallie Mae Webinar

Karie Bedford, Sallie Mae
April 3, 2025 at 10:00 a.m. ET

Now is the time to start preparing for the rush of students - many of them your members - searching for education loans. As college tuition costs continue to rise, more students are in need of private education loans to help fund the gap between financial aid and college expenses. With the education loans from Sallie Mae, in partnership with Vizo Financial, your credit union members can choose from three in-school repayment options to help them pay off their loans faster and save more money compared to the conventional private loan.

This session will cover:

  • Benefits to offering the Sallie Mae education loan program
  • How the program works
  • The implementation and training process

This 30-minute session is designed for credit unions looking to offer an education loan program to their members, as well as the staff responsible for the implementation and promotion of the Sallie Mae partnership. This webinar is also a great refresher for credit unions on the Sallie Mae program or anyone looking to learn more about the Vizo Financial Sallie Mae program and partnership.

There is no fee to attend this educational webinar; however, registration is required. The session will be recorded for on-demand training, which will be available on the Vizo Financial website 3-5 business days after the live session. This session does NOT qualify for CPE credits.

Register Now

Unlocking Funds – Regulation CC: Check, ACH, Wire and Cash Webinar

Kari Kronberg, director of education, PaymentsFirst
April 22, 2025 at 2:00 p.m. ET

It's hard to wait! Take a deep, deep dive into Regulation CC, including the availability of funds. This comprehensive webinar will equip you with the knowledge and strategies to: 

  • Understand the fundamentals of Regulation CC: Grasp the key provisions and requirements that govern the availability of funds for various payment types. 
  • Understand disclosure requirements.
  • Identify exceptions and special rules: Learn about the circumstances that may affect fund availability, including exceptions and special rules.

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff or anyone who wishes to learn more about Regulation CC.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Logical Friction in Electronic Payments - Controlling Error and Fraud in Electronic Payments Webinar

Jessica Lelii, director of education, PaymentsFirst
April 24, 2025 at 10:00 a.m. ET

This session dives into the concept of logical friction in electronic payments, exploring the delicate balance between robust security measures and a smooth user experience. We'll define logical friction and explain how it impacts the electronic payments journey. We will explore how to deploy a multi-layered security approach, including multi-factor authentication, dual control, behavioral analytics, fraud checks, user education and more. Join us to stay ahead of the curve in the evolving landscape of online fraud prevention and discover strategies to implement security measures without sacrificing convenience.

  • The need for friction in electronic payments
  • Multi-layered security needs for your credit union members
  • Online fraud prevention and security strategies for electronic payments

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff or anyone who wishes to learn more about controlling error and fraud in electronic payments.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Quarterly Economic Insights Webinar

Scott Wood, SVP/chief investment officer, Vizo Financial
May 6, 2025 at 2:00 p.m. ET

We can all agree that the economy and the markets are unpredictable. So, what can we do? We can use the insights we have through trends, expert opinions, past performance in similar situations and so on to make educated predictions. That’s what these quarterly sessions are all about – sharing our insights to help your credit union achieve financial fortitude, regardless of what may actually happen in the future.

Each quarter, Scott Wood, Vizo Financial’s SVP/chief investment officer, along with other Vizo Financial experts, will examine the financial landscape and discuss topics at each session based on the current environment.

These topics may include:

  • Economic insights and trends
  • Market and ALM projections
  • Inflation
  • Rates
  • Liquidity
  • And other timely financial topics

This session is designed for staff responsible for managing a credit union or anyone wishing to learn more about the state of the economy and its impact to the credit union industry.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Payments Basics for Frontline Staff Webinar

Randall C. Traynham, director of education, PaymentsFirst
May 13, 2025 at 2:00 p.m. ET

This session equips frontline staff with essential knowledge of payment operations, helping them confidently manage everyday transactions and customer inquiries. Participants will gain a solid foundation in payment processes, payment types and procedures for handling common requests.

This webinar will cover:

  • Understanding Payment Flows: Frontline staff will learn how payments move through the financial system, from initiation to settlement. The session will break down the typical steps for various payment methods, including ACH, card transactions, checks and wire transfers, focusing on processing timelines and key touchpoints.
  • Identifying Different Types of Payments: Participants will explore how to recognize and categorize payments such as ACH credits and debits, card payments, checks and wires. The session will highlight the distinctive features, purposes and common use cases of each type to enhance staff’s ability to support customers accurately and efficiently.
  • Handling Stop Payment Requests: This section will guide staff through the process of managing stop payment requests, including how to identify eligible transactions, verify customer information and process the request correctly. The importance of compliance with bank policies and timelines will be emphasized, along with tips for minimizing errors.

This webinar will provide participants with the tools and insights needed to navigate these advancements, positioning them to capitalize on the latest technologies and trends in the fast-changing world of card payments.

This 90-minute webinar is designed for frontline staff, payments professionals, operations staff or anyone who wishes to learn more about payments.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Tabletop Exercise - Threats to Your Credit Union Webinar

Mark Clarke, business continuity administrator, Vizo Financial
June 5, 2025 at 10:00 a.m. ET

A tabletop exercise is a walk-through of emergency procedures with your credit union’s key personnel about what could happen in a real-life incident. This live tabletop will test your credit union’s plans with a “mock” real-world example. How will your team handle the situation? Are you prepared?

This tabletop session is designed for multiple credit union team members to participate together. The session will break periodically for 5-10 minute intervals to allow time for team discussion regarding the tabletop scenario. The goal of this exercise is to test the effectiveness and efficiency of the team and your credit union’s security and risk plans.

Tabletop Details:

  • This session will NOT be recorded for playback.
  • This session does NOT qualify for CPE credits.
  • No webinar materials or presentations will be made available for this session.
  • This exercise is designed for multiple team members.
  • Certificates of Completion will be awarded to individuals who log in to the live session independently.

There is no fee to attend this educational tabletop exercise; however, registration is required.

Register Now

Understanding ACH Timeframes Webinar

Allen Young, VP, education, PaymentsFirst
June 17, 2025 at 10:00 a.m. ET

This session provides a thorough overview of the essential timeframes associated with ACH transactions, helping participants grasp processing windows, settlement times and distinctions between Same-Day and standard ACH payments. This knowledge is crucial for managing customer expectations and ensuring smooth transaction operations.

The session topics include:

  • Fundamental timeframes in ACH transactions
  • Same-Day vs. standard ACH payments
  • Impact on customers and financial institutions
  • Best practices for ACH timeframe management

This 90-minute webinar is designed for payments professionals, ACH and operations staff, compliance staff or anyone who wishes to learn more about ACH timeframes.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Protecting Your Members from Elder Financial Abuse Webinar

Cindy Hagan, VP, compliance and fraud risk, Vizo Financial
June 18, 2025 at 10:00 a.m. ET

They say age is just a number. But for scammers, age is an opportunity to prey upon a person's vulnerabilities. That's why older individuals are most at risk for financial exploitation, and it costs millions (yes, millions) of dollars per year in losses for these individuals. You may be wondering what your credit union can do to help your members fight back against elder financial abuse. That's what this session is all about! Cindy will walk you through common signs, schemes and suspects to help your staff and members armor up against elder financial abuse.

This session will answer:

  • What is elder financial abuse?
  • Who is at risk for abuse, neglect and exploitation?
  • What are the types of elder financial abuse?
  • What can financial institutions do?
  • Why does elder abuse remain such an “invisible” problem?
  • What resources are there for employees, members and other concerned parties?

This webinar is designed for credit union staff in leadership roles — such as managers — as well as those in compliance, training and fraud. Anyone else wishing to learn more about elder abuse is invited to attend as well.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Understanding ACH Operations Webinar

Joy Babcock, director of education, PaymentsFirst
July 8, 2025 at 10:00 a.m. ET

This session will provide a comprehensive introduction to the ACH Network.

Key topics that will be discussed include:

  • Roles of key participants
  • ACH processing flow
  • Transaction types and flows
  • Handling returns and exceptions
  • Regulatory and compliance considerations
  • Practical insights and best practices

This 90-minute webinar is designed for individuals new to ACH operations or those seeking to enhance their understanding of the ACH system's fundamentals, compliance rules and best practices.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

BSA/AML Basics Compliance Training Webinar

Cindy Hagan,VP, compliance and fraud risk, Vizo Financial
July 15, 2025 at 2:00 p.m. ET

The NCUA requires Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) training each year for credit union personnel. Fulfill this requirement by attending this webinar on the basics of BSA/AML.

This session will cover:

  • BSA and AML regulations
  • BSA and AML reporting requirements
  • CTRs, SARs, 314(a) and member identification
  • Changes to and considerations for the compliance landscape

This webinar is designed for all credit union staff who need to complete their yearly BSA/AML training.

The cost for this session is $79.00 per registered attendee. Only registered attendees who attend this live session will receive a certificate of completion or CPE certificate. This session will NOT be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

The ABCs of SECs Webinar

Jessica Lelii, director of education, PaymentsFirst
July 16, 2025 at 2:00 p.m. ET

This session provides a comprehensive overview of Standard Entry Class (SEC) codes used in ACH transactions, highlighting their specific purposes and authorization requirements. Participants will gain insights into the significance of SEC codes in ensuring compliance and effective transaction processing.

This session will cover:

  • Understanding SEC codes
  • Authorization requirements
  • Examples and scenarios
  • Best practices

This session equips participants with the knowledge and tools needed to understand SEC codes, ensuring accurate transaction processing and compliance with regulatory standards.

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff or anyone who wishes to learn more about SEC codes and requirements.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Quarterly Economic Insights Webinar

Scott Wood, SVP/chief investment officer, Vizo Financial
July 31, 2025 at 2:00 p.m. ET

We can all agree that the economy and the markets are unpredictable. So, what can we do? We can use the insights we have through trends, expert opinions, past performance in similar situations and so on to make educated predictions. That’s what these quarterly sessions are all about – sharing our insights to help your credit union achieve financial fortitude, regardless of what may actually happen in the future.

Each quarter, Scott Wood, Vizo Financial’s SVP/chief investment officer, along with other Vizo Financial experts, will examine the financial landscape and discuss topics at each session based on the current environment.

These topics may include:

  • Economic insights and trends
  • Market and ALM projections
  • Inflation
  • Rates
  • Liquidity
  • And other timely financial topics

This session is designed for staff responsible for managing a credit union or anyone wishing to learn more about the state of the economy and its impact to the credit union industry.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Puzzle of Check Compliance Webinar

Randall C. Traynham, director of education, PaymentsFirst
August 19, 2025 at 10:00 a.m. ET

In today’s fast-paced society, it is more important than ever to stay informed on the rules and regulations in the check environment and understand how the pieces fit together. This session will outline the most important areas that affect check processing at your institution and what you need to know to maintain compliance.

This webinar will cover the following topics:

  • Check collection process
  • UCC Articles 3 & 4
  • Indorsements
  • Regulation CC
  • And more!

This 90-minute webinar is designed for payments professionals, operations staff or anyone who wishes to learn more about check compliance.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Journey with the IAT Webinar

Randall C. Traynham, director of education, PaymentsFirst
September 3, 2025 at 2:00 p.m. ET

International ACH Transactions (IAT) offer a cost-effective and efficient way to handle cross-border payments. With typically lower fees compared to wire transfers, ACH transactions can be processed quickly, often within a few business days. They streamline recurring payments like payroll and vendor invoices, reducing administrative burdens while providing built-in security measures to protect sensitive financial information. Additionally, ACH offers clear transaction records for easy tracking and integration into existing financial systems. By facilitating payments with businesses and partners worldwide, international ACH opens up access to global markets and enhances financial operations for organizations.

Join us for the webinar as we journey through all things IAT, including:

  • Strategies
  • Operational challenges
  • Compliance requirements

This 90-minute webinar is designed for ACH staff, payments professionals, operations staff or anyone who wishes to learn more about International ACH Transactions.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

ACH Exception Handling Webinar

Allen Young, VP, education, PaymentsFirst
October 7, 2025 at 2:00 p.m. ET

Do you understand what an ACH exception is and the requirements around them? ACH exceptions can be very time consuming, frustrating and confusing at times. Some days, you may experience the exception trifecta of all three! Join us for this session to help you analyze those issues and build your confidence as an exception guru.

This webinar will discuss:

  • Ways to identify exceptions and determine the best course of action
  • Timeframes for exception processing
  • The importance of using the correct return and NOC codes

This 90-minute webinar is designed for payments professionals, ACH and operations staff, compliance staff or anyone who wishes to learn more about ACH exception handling.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Mobile Deposit Capture: Risk Management and Compliance Webinar

Randall C. Traynham, director of education, PaymentsFirst
October 23, 2025 at 10:00 a.m. ET

Mobile Deposit Capture (MDC) has become a ubiquitous feature of modern banking, offering convenience and efficiency to both financial institutions and their customers. However, with this growth comes a heightened need for robust risk management and compliance measures.

Join us for this informative webinar as we delve into the key risks associated with MDC, including fraud, operational challenges and regulatory compliance. We will discuss best practices for:

  • Identifying and Mitigating Fraud Risks:Learn about common fraud schemes targeting MDC and effective prevention strategies.
  • Ensuring Operational Efficiency:Explore tips for optimizing MDC processes, minimizing errors and enhancing customer satisfaction.
  • Staying Compliant with Regulatory Requirements:Understand the latest regulations governing MDC and how to maintain compliance.

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff or anyone who wishes to learn more about Mobile Deposit Capture risk and compliance.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Demystifying Regulation E: A Focus on Error Resolution Webinar

Allen Young, VP, education, PaymentsFirst
November 18, 2025 at 2:00 p.m. ET

Regulation E protects consumers in Electronic Fund Transfers (EFTs). The error resolution process is one of the most crucial aspects of Regulation E compliance.

During this webinar, we will discuss:

  • Defining an Error: Learn about the definition of errors that occur in EFTs.
  • Consumer Rights and Responsibilities: Understand consumer rights and the steps a financial institution needs to take when an error is reported.
  • Dispute Resolution Process: Learn about the steps involved in resolving disputes, including timeframes and communication requirements.
  • Best Practices: Gain valuable tips and strategies for preventing EFT errors and handling them effectively.

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff or anyone who wishes to learn more about Regulation E error resolution.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Tabletop Exercise - Threats to Your Credit Union Webinar

Mark Clarke, business continuity administrator, Vizo Financial
November 20, 2025 at 2:00 p.m. ET

A tabletop exercise is a walk-through of emergency procedures with your credit union’s key personnel about what could happen in a real-life incident. This live tabletop will test your credit union’s plans with a “mock” real-world example. How will your team handle the situation? Are you prepared?

This tabletop session is designed for multiple credit union team members to participate together. The session will break periodically for 5-10 minute intervals to allow time for team discussion regarding the tabletop scenario. The goal of this exercise is to test the effectiveness and efficiency of the team and your credit union’s security and risk plans.

Tabletop Details:

  • This session will NOT be recorded for playback.
  • This session does NOT qualify for CPE credits.
  • No webinar materials or presentations will be made available for this session.
  • This exercise is designed for multiple team members.
  • Certificates of Completion will be awarded to individuals who log in to the live session independently.

There is no fee to attend this educational tabletop exercise; however, registration is required.

Register Now

Quarterly Economic Insights Webinar

Scott Wood, SVP/chief investment officer, Vizo Financial
December 9, 2025 at 2:00 p.m. ET

We can all agree that the economy and the markets are unpredictable. So, what can we do? We can use the insights we have through trends, expert opinions, past performance in similar situations and so on to make educated predictions. That’s what these quarterly sessions are all about – sharing our insights to help your credit union achieve financial fortitude, regardless of what may actually happen in the future.

Each quarter, Scott Wood, Vizo Financial’s SVP/chief investment officer, along with other Vizo Financial experts, will examine the financial landscape and discuss topics at each session based on the current environment.

These topics may include:

  • Economic insights and trends
  • Market and ALM projections
  • Inflation
  • Rates
  • Liquidity
  • And other timely financial topics

This session is designed for staff responsible for managing a credit union or anyone wishing to learn more about the state of the economy and its impact to the credit union industry.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Get Adjusted: A Guide to Check Adjustments Webinar

Randall C. Traynham, director of education, PaymentsFirst
December 11, 2025 at 2:00 p.m. ET

With such a small return window, check adjustments are often the only way to recover funds! Learn the proper steps and timeframes for the timely and accurate processing of check adjustments.

During this session, we will review:

  • Risks associated with improper handling of check adjustments
  • Necessary steps to reduce financial losses
  • Warranties and liabilities of check parties
  • Check processing regulations

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff or anyone who wishes to learn more about check adjustments.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register Now

Stay Connected!

Be the first to know about upcoming webinars, with announcements sent straight to your inbox!

Subscribe Now